LIP
SF

Lighthouse Investment Partners’s Stifel SF Stock Holding History

Lighthouse Investment Partners’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,577
Closed -$1.15M – 931
2026
Q1 		$1.15M Sell
15,577
-56,353
-78% -$4.47M 0.04% 397
2025
Q4 		$6M Sell
71,930
-11,064
-13% -$884K 0.18% 159
2025
Q3 		$6.28M Buy
82,994
+13,695
+20% +$1.03M 0.19% 150
2025
Q2 		$4.79M Buy
+69,299
New +$4.26M 0.18% 181
2025
Q1 		– Sell
-148,781
Closed -$10.5M – 620
2024
Q4 		$10.5M Buy
+148,781
New +$10.6M 0.35% 78

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lighthouse Investment Partners's SF Position: Q2 2026 in Review

Lighthouse Investment Partners sold out of Stifel (SF) in Q2 2026, closing a stake of 15,577 shares — an estimated $1.15M sold.

Lighthouse Investment Partners first reported a position in SF in Q4 2024 and held it in 5 quarters. The position peaked at $10.5M in Q4 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Lighthouse Investment Partners reported no remaining Stifel position as of Q2 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 15,577 Stifel shares in Q2 2026, an estimated $1.15M.
  • Lighthouse Investment Partners first reported a position in Stifel in Q4 2024 and held it in 5 quarters.
  • Lighthouse Investment Partners's Stifel position peaked at $10.5M in Q4 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.